CI
Carroll Investors Portfolio holdings
AUM
$189M
1-Year Return
55.01%
This Quarter Return
+11.89%
1 Year Return
+55.01%
3 Year Return
+206.23%
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
–
Cap. Flow
+$176M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.5%
Holding
202
New
202
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Tesla
TSLA
|
$26.9M |
| 2 |
Apple
AAPL
|
$20M |
| 3 |
Amazon
AMZN
|
$13M |
| 4 |
Chipotle Mexican Grill
CMG
|
$12.2M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$11.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 43.5% |
| 2 | Consumer Discretionary | 35.08% |
| 3 | Communication Services | 6.8% |
| 4 | Industrials | 5.24% |
| 5 | Financials | 5.18% |
